Stephen J. Mehlbaum

Stephen J. Mehlbaum

Paraplanner

Educational Background

B.A. Financial Economics, Washington & Jefferson College, 2020
Financial Paraplanner Qualified Professional (FPQP™) Enrollee, College of Financial Planning, 2020 

Stephen joined Crossgate Wealth Advisors in August 2020.  Stephen supports our Wealth Advisors and our clients assisting them with financial planning activities.  Stephen also serves as a member of our Investment Team.  Stephen’s passion is to help clients simplify their financial lives.

Stephen is an excellent tennis player, loves golf, snowboarding, boating, music and art just to list a few.  He has obtained the rank of Eagle Scout with the Boy Scouts of America.  He also is involved with his community through local and national volunteering initiatives.